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Overlay Shares Core Bond ETF
20.06
USD
+0.01
0.05%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.05%
5 days
0.1%
1 month
-0.79%
3 months
-2.62%
6 months
-3.79%
Year to date
-2.24%
1 year
-2.9%
5 years
-23.99%
10 years
-19.92%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
HighTower Advisors
Chicago,
Illinois
| $10.2M | +$802K | +37,984 | +9% |
|
| 2 |
BW
2
Bison Wealth
Atlanta,
Georgia
| $5.57M | +$737K | +34,893 | +16% |
|
| 3 |
IA
3
IFP Advisors
Tampa,
Florida
| $1.62M | -$42.6K | -2,018 | -3% |
|
| 4 |
OMC
4
Old Mission Capital
Chicago,
Illinois
| $526K | -$118K | -5,606 | -19% |
|
| 5 |
RFG
5
REAP Financial Group
Austin,
Texas
| $484K | +$102K | +4,816 | +27% |
|
| 6 |
SSB
6
Sandy Spring Bank
Olney,
Maryland
| $436K | +$1.71K | +81 | +0.4% |
|
| 7 |
7
JP Morgan Chase
New York
| $204K | -$17.2K | -815 | -8% |
|
| 8 |
8
Morgan Stanley
New York
| $8.65K | -$1.31K | -62 | -13% |
|
| 9 |
CIA
9
Cape Investment Advisory
Mcdonough,
Georgia
| $7.55K | – | – | – |
|
| 10 |
IAIM
10
International Assets Investment Management
Orlando,
Florida
| – | -$3.23K | -156 | Closed |
|